Planning Years
Planning Years (20s-30s)
This is the time to map out the course to realize your financial goals. This includes budget analysis, education fund planning, equity compensation analysis, inheritance planning, among other considerations.
Ascending Years
Ascending Years (40s-50s)
Now is the time to stay the course and make significant progress. A few areas of focus include insurance review, tax and trust strategies, family wealth briefing, maxing out retirement savings, and investment behavior coaching.
Summit Years
Summit Years (60s-70s+)
This is when it all comes together. At this stage we consider funding a passion project, social security and Medicare review, philanthropic endeavors, wealth transfer planning, and peace of mind.